See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-4994650 | Investment Management | $376,695 |
Service code 11 · EIN 13-3689044 | Actuarial | $213,056 |
Service code 27 6070 POPLAR AVE STE 300 · MEMPHIS, TN 38119 | Advisory (Plan) | $103,074 |
ELLWOOD ASSOCIATES2 years Filed as: ELWOOD ASSOCIATES Service code 27 · EIN 36-3121777 | Advisory (Plan) | $91,327 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 499 PARK AVE · NEW YORK, NY 10022 | Investment Management | $81,337 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $80,747 |
SCHENCK SC4+ years Service code 10 · EIN 39-1173131 | Accounting | $15,285 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -8.37% | 9.64%-18.0pp | -102.03%+93.7pp | 33.37%-41.7pp |
| Employer contribution / active EE | $4,798 | $8,034-40.3% | $36,229-86.8% | $11,253-57.4% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |